Ontario advisor violated securities rules by borrowing funds from several insurance clients
Manuel Morales’s main task will be to head AI research and implementation at the bank to improve customer experience
Industry veteran Arup Datta will manage three funds using a quantitative investment approach
How investment advisors rated their firms
Change to CC&L Global Alpha Fund effective immediately
The online digital wealth platform gives advisors access to ETFs
The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients